4 Jul 2024
Another new low for the Citigroup US surprises index on the back of poor macro numbers this week (ADP employment, ISM services, etc.)
Source: Bloomberg, Ronald-Peter Stoeferle, CMT, CFTe, MSTA
4 Jul 2024
Bets of a Kamala Harris nomination are exploding
Source: Bloomberg
4 Jul 2024
BREAKING: US consumers' average 5-10 year inflation expectations have spiked to 5.6%, the highest in 31 years.
This measure increased by ~2 percentage points in just a few months. By comparison, median inflation expectations are around 3%, in-line with the readings seen over the last 3 years. Meanwhile, CPI inflation has been above 3% for 38 consecutive months, the longest streak since the 1990s. Will inflation stay a major issue in H2 2024? Source: The Kobeissi letter, Bloomberg
4 Jul 2024
Kamala Harris and Joe Biden's odds of securing the Democratic presidential nomination have converged...
Source: Bloomberg, Michael McDonough
3 Jul 2024
Odds of Biden winning democratic 2024 presidential nominee are collapsing as NYT said Biden told ally he is weighing whether to continue in race
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3 Jul 2024
As of this morning, betting markets are giving VP Harris higher odds of being President after the 2024 Election than current President Biden.
The cross has happened. Source: Bespoke
3 Jul 2024
During Presidential election years, volatility tend to pick up EXACTLY at this time of the year
Source: Topdown Charts
3 Jul 2024
Biden betting odds in free fall as support within the Democrats crumbles.
Source: HolgerZ, Bloomberg
